Semiconductor News & Analysis Feed
18 articles
2026-08-17
www.businessinsider.com
2026-08-17
2026-08-17
www.thehindubusinessline.com
2026-08-17
Indian semiconductor design startup Aheesa Digital Innovations has achieved a significant milestone by successfully validating its first-pass silicon for the VIHAAN networking System-on-Chip (SoC), designed for fibre broadband applications. This achievement marks a critical step toward production, w
2026-08-15
www.quiverquant.com
2026-08-15
Leopold Aschenbrenner’s Situational Awareness hedge fund significantly increased its positions in Micron Technology and SanDisk during Q2 2026, building multibillion-dollar holdings before a sharp market correction in July led to substantial losses. The fund’s Micron stake rose from 17,362 to 4.83 m
2026-07-30
www.cnbc.com
2026-07-30
The hedge fund founded by AI investor Leopold Aschenbrenner, Situational Awareness, is unwinding its public stock positions after significant losses in AI-related stocks and a failed short bet against software companies. The fund, which grew to $45 billion at its peak, has suffered substantial losse
2026-07-26
news.google.com
2026-07-26
2026-06-16
www.eagletribune.com
2026-06-16
Murata Manufacturing has partnered with Synopsys to deliver simulation models through Ansys' electromagnetic and thermal analysis tools. This collaboration aims to enhance performance prediction for electronic components under complex conditions, particularly in high-density packaging and advanced p
2026-06-16
sg.finance.yahoo.com
2026-06-16
In Q2 2026, prominent AI investor Leopold Aschenbrenner took an unconventional investment approach by purchasing substantial Nvidia put options while increasing positions in Bitcoin miners, particularly HIVE Digital Technologies. This strategy contrasts with the prevailing market sentiment, as Nvidi
2026-06-16
news.google.com
2026-06-16
2026-06-01
finance.yahoo.com
2026-06-01
2026-06-01
www.insidermonkey.com
2026-06-01
2026-06-01
www.insidermonkey.com
2026-06-01
2026-06-01
finance.yahoo.com
2026-06-01
2026-06-01
uk.finance.yahoo.com
2026-06-01
2026-06-01
finance.yahoo.com
2026-06-01
2026-06-01
uk.finance.yahoo.com
2026-06-01
2026-06-01
finance.yahoo.com
2026-06-01
2026-06-01
finance.yahoo.com
2026-06-01
2026-05-29
www.fool.com
2026-05-29
The recent disclosure that Leopold Aschenbrenner's $13.7 billion Situational Awareness Fund increased its stake in Nebius Group (NBIS) by 5.6% has intensified investor interest in AI infrastructure stocks. Nebius, a neocloud provider focused on renting high-performance GPUs for AI model training and